Speakers List - Milan Forum 2019 (March)
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Speakers

Stéphanie Bobtcheff

Senior Portfolio Manager Small & Mid-Caps

La Financière de l’Echiquier

BIOGRAPHY:

A graduate of Sciences Po Paris, Bocconi University in Milan, Centre de formation à l'analyse financière (SFAF, French professional Financial Analyst certification) and CFA, Stéphanie Bobtcheff has specialised in mid-cap investments for over 18 years. Portfolio manager at Indosuez Asset Management, Crédit Agricole Asset Management and Oddo Asset Management, she then spent 7 years in Geneva at Pascal Investment Advisers. Stéphanie Bobtcheff joined La Financière de l'Echiquier in September 2013 as a portfolio manager in the small and mid-cap team.

SESSION:

Investing in European Small and Mid-Cap

Starting from an overview on the asset class and its structural attractiveness, we analyse the need of having a rigorous and disciplined investment process (screening, fundamental analysis and portfolio constructions) in a very wide and somewhat inefficient universe, therefore focusing on our portfolio track record and its characteristics.

Thierry Larose

Executive Director, Senior Portfolio Manager

Vontobel Asset Management

He joined Vontobel Asset Management in January 2018. He is a portfolio manager within the Emerging Markets Bonds team and manages the Vontobel Fund - Sustainable Emerging Markets Local Currency Bond.

Prior, he was a portfolio manager at Degroof Petercam Asset Management for 7 years. From 2013 to 2017, he launched and managed a sustainable emerging markets bonds fund, which consistently ranked in the top decile of its category. From 2010 to 2013, he co-managed high yield and emerging markets bonds funds and was responsible for the emerging markets positioning of crossover portfolios. Before that, from 2008 to 2010, he was founder and CEO of Inbelflu Participações e Investimentos Ltda, a Rio de Janeiro-based boutique specialized in financial consulting/advisory and seed-capital raising. Thierry began his career in 1990 as an interest rate derivatives trader at Crédit Commercial de France in Brussels.

He holds a bachelor's degree in economics from the University of Liège. 

Luca Sibani

Head of Discretional and Total Return Investments – Epsilon SGR

EURIZON

BIOGRAPHY:

Sibani's career in the asset management industry started in 1997 when he joined the fixed income team of Fondigest SGR now Eurizon Capital. In 2000 he was appointed Head of Emerging Fixed Income funds and in 2005 he became Head of Global Bonds team of CAAM SGR now Amundi Italia. In 2009 he moved to Epsilon SGR as Head of Discretional and Total Return Investments. Luca Sibani was previously employed by Chase Manhattan Bank of New York in the private banking division and by Epstasim as a trader of swaps and derivatives on interest rates. Luca graduated from University of Bologna in business administration and is a CFA Charterholder since 2000.

 

SESSION:

Made for hard times: +2,5% in 2018 and what's next by Epsilon

Increased volatility in risky assets makes paramount to implement in your portfolio investment strategies providing protection to unexpected and large drawdowns.
With a 10-year consistent track record, Eurizon Fund Absolute Attivo managed by Epsilon SGR (LU0335994041) is a low-volatility, decorrelated strategy which aims to generate positive absolute returns in bearish markets, while providing stability in a more bullish environment

Alessandro Pozzi

Head of Retail & Wholesale Distribution

EURIZON

BIOGRAPHY:

Alessandro, with 23 years of experience in the asset management industry, is Head of Retail & Wholesale Distribution at Eurizon where, since his arrival in 2008, he has made a major contribution to the development of various business lines addressed to Sales Networks and Multimanager Institutional Investors. Previously, Alessandro worked with Pioneer Investments for over four years and, from 2000 to 2004 in the Asset Management Department of UniCredit Group, specialized in investment products and service models for Affluent and Private clients. He began his career as Private Banker for Banca Intesa.
On the academic front, Alessandro obtained his degree cum laude in Business Economics in 1995, and in 1998 he specialized cum laude in Social Communications. Alessandro also attended a post degree specialization in Marketing of Financial Services at Cattolica University's Centrimark.

 

SESSION:

Made for hard times: +2,5% in 2018 and what's next by Epsilon

Increased volatility in risky assets makes paramount to implement in your portfolio investment strategies providing protection to unexpected and large drawdowns.
With a 10-year consistent track record, Eurizon Fund Absolute Attivo managed by Epsilon SGR (LU0335994041) is a low-volatility, decorrelated strategy which aims to generate positive absolute returns in bearish markets, while providing stability in a more bullish environment.

Panel Session – Moderator

Sara Silano

Managing Research Editor

Morningstar

Sara Silano joined Morningstar in 2003, where she has been Managing Research Editor since 2012. Sara has a deep knowledge of asset management industry, mutual funds, ETFs and pension funds. Moreover, she is part of the Morningstar ESG Thought Leadership Team and she is in charge of spreading the awareness of sustainable investments through financial education, editorial contents, research, media and events. She has been a member of the steering board of Italy SIF/the Italian Sustainable Investments Forum (SIF) since 2017. She graduated in Communication Sciences at University of Turin and she has been in the investment industry for 20 years.